BHB Investment Portfolio Update – SEPT 2020
MONTHLY PERFORMANCE:-0.8% 2020 PERFORMANCE:+5.9% PURCHASES: #APF, #LLOY, #INTC, #GFIN SALES: #RR., #BT, #SMDS, #IBST, #ABF DIVIDENDS: #SWKS, #MSFT, #WBA, #RIO, #ULVR, #SSE, #RDSB, #AV, #BP, #DGOC, #AAL BEST PERFORMERS (+5%) Mirriad Advertising Plc (#MIRI): +79.2%Reach Plc (#RCH): +46.6%Greatland Gold Plc (#GGP): +35.8%GVC Holdings Plc (#GVC): +21.1%Anglo Pacific Group Plc (#APF): +19.6%Unilever Plc (#ULVR): +7.1%Virgin Galactic…
BHB Portfolio – Weekly Update – 31.07.20
Portfolio down 1% from previous week Top of the Class: AML, AAPL, TSG. HGM, NOK, SWKS, SSLN Naughty Step: BNC, BT, LLOY, BARC, GVC, SPCE Purchases: GFIN, GSK, Sales: TWL Dividends: TSG Weekly Summary Weekly Performance: -1%2020 Performance: +0.4% Strange week for the BHB Portfolio driven completely by earnings. Some good results driving nice gains,…
BHB Portfolio – Weekly Update – 24.07.20
Portfolio down -2.7% from previous week Top of the Class: HGM, SSLN (Silver), GGP, PAF, ULVR Naughty Step: GVC, AML, RCH, HHPD Purchases: GSK, HEMO, GFIN Sales: SSE Dividends: N/A Weekly Summary Weekly Performance: -2.7%2020 Performance: +1.5% Big pullback for the markets this week with tech leading the drop for a change. Is this this…
BHB Portfolio – Weekly Update – 17.07.20
Portfolio up 3.4% % from previous week Top of the Class: ERIC, SPCE, HHPD, AML, SSE Naughty Step: BABA, MSFT, Purchases: APF Sales: SPCE Dividends: GSK Weekly Summary Weekly Performance: + 3.4%2020 Performance: +4.5% So big tech finally pulled back a bit but the portfolio finished with a strong week and now +4.5% for the…
BHB Portfolio – Weekly Update – 10.07.20
Portfolio up 1.9% from previous week Top of the Class: BABA, GVC, PAF, SPCE, TSG, TTWO, AAL Naughty Step: BP, RCH, NOK, SMDS, WBA Purchases: SMDS, TSCO, RR, CSCO Sales: None Dividends: TSCO Weekly Summary Weekly Performance: + 1.9%2020 Performance: +0.8% We saw a bit of a pull back across the market this week so…
BHB Portfolio – Weekly Update – 03.07.20
Portfolio up 1% from previous week Top of the Class: ABF, RCH, PAF, MSFT Naughty Step: SMDS, AML, BT, MIRI, NCC, TSCO, TLW Purchases: APF, RCH, RDSB, TSCO, WBA, SMDS Sales: HSBA, GPP, MKS, MIRI, SWKS, CNA Dividends: MRW Weekly Summary Weekly Performance: +1%2020 Performance: -1.3% It has been a very busy week for the…
BHB Portfolio – Weekly Update – 12.06.20
Portfolio down -3.8% from previous week Top of the Class: CNA, GPP, PAF, TLW Naughty Step: BNC, BARC, BP, GVC, HSBA, LLOY, RDSB, VOD Purchases: TSCO, GSK, NCC*, APF* Sales: None Dividends: HGM, SWKS Weekly Summary Weekly Performance: -3.8%2020 Performance: -3.2% This was the worst week since the March crash for the B-H-B Portfolio however,…
BHB Portfolio – Weekly Update – 05.06.20
Portfolio up +4.5% from previous week Top of the Class: BNC, AML, TLW, LLOY, BP, RDSB, AV Naughty Step: CEY, HGM, SPCE Purchases: GSK Sales: None Dividends: ULVR Weekly Summary Weekly Performance: +4.5%2020 Performance: +1.1% Another good week for the B-H-B Portfolio up 4.5% from the previous week making it 6 green weeks in a…
BHB Portfolio – Weekly Update – 29.05.20
Portfolio up +0.7% from previous week Top of the Class: GGP, AML, RCH Naughty Step: CEY, PAF, TLW Purchases: TSCO, GSK, SPCE, BABA Sales: None Dividends: None Weekly Summary Weekly performance: +0.7%2020 Performance: – 3.8% Overall a good week for the B-H-B portfolio up 0.7% from the previous week and some potentially strong stock purchases…
BHB Portfolio – Weekly Update – 22.05.20
Portfolio up +4.3% from previous week Top of the Class: SWKS, DIS, NOK, MKS, AAL Naughty Step: TSCO, MRW, HSBA, RCH Purchases: AML*, MKS, SPCE, TSCO, SSE, BABA, Sales: None Dividends: None Weekly Summary A very nice week for the B-H-B portfolio up 4.3% from the previous week. Although the portfolio is still down 4.6%…